Here's how to add a reminder note to a customer. This process begins by finding the account you want to add the reminder note to.
1. Find the account where the reminder note will be added by using one of the following:
2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.
3. Left-click the tab.
4. This will display the notes screen for that account.
5. Left-click the button.
6. This will display the Add, Change, Delete Notes window.
7. Key in the note-taken-by name, date, type, and expiration date (if appropriate).
8. Key in the reminder date .
9. Left-click the button when you're done.
10. Then left-click the close button to return to the Lynx Main Menu.